BerganKDV Wealth Management’s Marathon Petroleum MPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$3.5K	Sell	30 -642	-96%	-$74.6K	﹤0.01%	642
2023 Q1	$90.6K	Buy	672 +597	+796%	+$74.7K	0.01%	324
2022 Q4	$8.69K	Buy	75 +1	+1%	+$114	﹤0.01%	596
2022 Q3	$7K	Sell	74 -14	-16%	-$1.31K	﹤0.01%	632
2022 Q2	$7K	Sell	88 -612	-87%	-$57.2K	﹤0.01%	644
2022 Q1	$60K	Hold	700	–	–	0.01%	377
2021 Q4	$45K	Hold	700	–	–	﹤0.01%	440
2021 Q3	$43K	Hold	700	–	–	﹤0.01%	420
2021 Q2	$42K	Buy	700 +1	+0.1%	+$59	0.01%	415
2021 Q1	$37K	Sell	699 -33	-5%	-$1.67K	﹤0.01%	405
2020 Q4	$30K	Buy	732 +14	+2%	+$502	﹤0.01%	413
2020 Q3	$21K	Buy	718 +2	+0.3%	+$70	﹤0.01%	424
2020 Q2	$27K	Sell	716 -3	-0.4%	-$96	﹤0.01%	423
2020 Q1	$17K	Buy	719 +33	+5%	+$1.52K	﹤0.01%	439
2019 Q4	$41K	Buy	686 +75	+12%	+$4.69K	0.01%	363
2019 Q3	$37K	Sell	611 -33	-5%	-$1.74K	0.01%	361
2019 Q2	$36K	Buy	644 +33	+5%	+$1.81K	0.01%	357
2019 Q1	$37K	Hold	611	–	–	0.01%	374
2018 Q4	$36K	Buy	+611	New	+$41.7K	0.01%	336